SG Credit Note & Collections Kit
Stop rewriting the same credit note and chaser emails. The skill writes Xero references and descriptions with the GST 9% breakdown and a settlement check, sorts overdue accounts into the right track, and routes recovery to mediation, the Small Claims Tribunals or the State Courts by claim size.
Credit note wording, GST maths and chaser emails rewritten for every case.
Your payment terms and any late interest clause. An aged receivables export for the collections table.
Credit note reference and line description, ready to paste into Xero. GST 9% breakdown and settlement check. Aged receivables action table: track, stage, next action, owner.
Stops if the credit is bigger than the balance, and flags any credit above your approval limit.
S$39.50 one-off (11.11 price until 11 Nov, then S$79). SGD, no GST.
How it works
- Writes the Xero reference and line description
- Shows the GST 9% breakdown
- Runs a settlement check against the balance
- Sorts overdue accounts into the right track
- Drafts the reminder, final notice or letter of demand
- Skill instructions (SKILL.md)
- Two track collections playbook (ordinary overdue vs exit or dispute)
- Five email templates from friendly reminder to letter of demand
- Company setup sheet for terms, approval limits and signatories
- Interactive artifact: Credit note GST and settlement check (opens in your browser or in Claude)
- Credit note reference and line description, ready to paste into Xero
- GST 9% breakdown and settlement check
- Aged receivables action table: track, stage, next action, owner
- Reminder, final notice, letter of demand and settlement confirmation drafts
Try this first:
Credit note SGD 5,508.13 incl GST against INV-0226 and INV-0426, final settlement. Outstanding SGD 10,958.13.
- Download the ZIP from your order email or your account.
- Open the setup sheet and fill in your company details (about 10 minutes).
- Claude: open Customize, then Skills, upload the skill folder as a zip and switch it on.
- ChatGPT or Copilot: paste SKILL.md into a Project, Custom GPT or agent and attach the other files as knowledge.
- Run the test prompt on the "What you get" tab.
Licence. One company, unlimited internal use. You may edit the files for your own company. You may not resell, share publicly or redistribute them.
Refunds. Skills are delivered instantly, so purchases are final once the download is opened. If a kit does not work as described, email us within 14 days and we will fix it or refund you.
Upgrades. A one-off kit purchase and the one-off customisation service cover the version delivered on the day. Later skill upgrades (updated SKILL.md, references and templates) are included only with the Finance Skills Plan or HR Skills Plan while the plan is active.
Plans. The Finance Skills Plan is S$99 a month and the HR Skills Plan S$59 a month, billed by card until you cancel. Cancel any time in your account; access continues to the end of the paid month. Downloads made during the plan stay usable under the same one company licence. Customisation is not included in a plan.
Customisation. Delivered within 7 days of receiving all the documents we ask for. First revision free; further revisions S$120 each. Customisation fees are refundable in full until work starts.
Not professional advice. Skills are general reference tools for Singapore businesses. Review every output before use and take legal or tax advice for contested or high value matters.
Two ways to start
Buy this skill
S$39.50 one-off (11.11 price until 11 Nov, then S$79). SGD, no GST. Instant download after payment.
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Need it built around your own systems instead? Get a written proposal with a fixed price within 3 working days, then a 30-minute call.
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